TaxJar Sales Tax API for Ruby

A Ruby interface to the TaxJar Sales Tax API. TaxJar makes sales tax filing easier for online sellers and merchants. See local jurisdictional tax reports, get payment reminders, and more. You can use our API to access TaxJar API endpoints, which can get information on sales tax rates, categories or upload transactions.

• This wrapper supports 100% of SmartCalcs v2
• Data returned from API calls are mapped to Ruby objects

Supported Ruby Versions

Ruby 2.0 or greater

Gem Dependencies

Installing this gem also bundles the following dependencies:

• http - Fast Ruby HTTP client with a chainable API and full streaming support.
• addressable - Replacement for the URI implementation that is part of Ruby's standard library. It more closely conforms to the relevant RFCs and adds support for IRIs and URI templates.
• memoizable - Memoize method return values.
• model_attribute - Type casted attributes for non-ActiveRecord models. Forked to handle floats and more types.

Installation

Add this line to your application's Gemfile:

gem 'taxjar-ruby', require: 'taxjar'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install taxjar-ruby

Authentication

Generate an API token from TaxJar. Copy and paste your API token when configuring your application:

require 'taxjar'
Taxjar.configure do |config|
  config.api_key = '1234567890'
  config.base_url = 'https://api.taxjar.com'
end

require 'taxjar'
client = Taxjar::Client.new

You're now ready to use TaxJar! Check out our quickstart guide to get up and running quickly.

Usage

List all tax categories

Definition

client.categories

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.categories

Example Response

[
  #<Taxjar::Category:0x00000a @attrs={
    :name => 'Digital Goods',
    :product_tax_code => 31000,
    :description => 'Digital products transferred electronically.'
  }>,
  #<Taxjar::Category:0x00000a @attrs={
    :name => 'Clothing',
    :product_tax_code => 20010,
    :description => 'All human wearing apparel suitable for general use'
  }>,
  #<Taxjar::Category:0x00000a @attrs={
    :name => 'Non-Prescription',
    :product_tax_code => 51010,
    :description => 'Drugs for human use without a prescription'
  }>
]

List tax rates for a location (by zip/postal code)

Definition

client.rates_for_location

Example Request

require 'taxjar'
client = Taxjar::Client.new

# United States (ZIP+4)
rates = client.rates_for_location('90404-3370')

# United States (ZIP w/ Optional Params)
rates = client.rates_for_location('90404', {
  :city => 'SANTA MONICA',
  :country => 'US'
})

# International Examples (Requires City and Country)
rates = client.rates_for_location('V5K0A1', {
  :city => 'VANCOUVER',
  :country => 'CA'
})

rates = client.rates_for_location('00150', {
  :city => 'HELSINKI',
  :country => 'FI'
})

Example Response

#<Taxjar::Rate:0x00000a @attrs={
  :zip => '90002',
  :state => 'CA',
  :state_rate => 0.065,
  :county => 'LOS ANGELES',
  :county_rate => 0.01,
  :city => 'WATTS',
  :city_rate => 0,
  :combined_district_rate => 0.015,
  :combined_rate => 0.09,
  :freight_taxable => false
}>

#<Taxjar::Rate:0x00000a @attrs={
  :zip => 'V5K0A1',
  :city => 'Vancouver',
  :state => 'BC',
  :country => 'CA',
  :combined_rate => 0.12,
  :freight_taxable => true
}>

#<Taxjar::Rate:0x00000a @attrs={
  :country => 'FI',
  :name => 'Finland',
  :standard_rate => 0.24,
  :reduced_rate => nil,
  :super_reduced_rate => nil,
  :parking_rate => nil,
  :distance_sale_threshold => nil,
  :freight_taxable => true
}>

Calculate Sales tax for an order

Definition

client.tax_for_order

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.tax_for_order({
    :to_country => 'US',
    :to_zip => '90002',
    :to_city => 'Los Angeles',
    :to_state => 'CA',
    :from_country => 'US',
    :from_zip => '92093',
    :from_city => 'San Diego',                
    :amount => 15,
    :shipping => 1.5,
    :nexus_addresses => [{:address_id => 1,
                          :country => 'US',
                          :zip => '93101',
                          :state => 'CA',
                          :city => 'Santa Barbara',
                          :street => '1218 State St.'}],
    :line_items => [{:quantity => 1,
                     :unit_price => 15,
                     :product_tax_code => 20010}]
})

Example Response

#<Taxjar::Tax:0x00000a @attrs={
  :order_total_amount => 16.5,
  :amount_to_collect => 1.35,
  :has_nexus => true,
  :freight_taxable => false,
  :tax_source => 'destination',
  :breakdown => #<Taxjar::Breakdown:0x00000a @attrs={
    :state_taxable_amount => 15,
    :state_tax_collectable => 0.98,
    :county_taxable_amount => 15,
    :county_tax_collectable => 0.15,
    :city_taxable_amount => 0,
    :city_tax_collectable => 0,
    :special_district_taxable_amount => 15,
    :special_district_tax_collectable => 0.22,
    :line_items => [
      #<Taxjar::BreakdownLineItem:0x00000a @attrs={
        :id => '1',
        :state_taxable_amount => 15,
        :state_sales_tax_rate => 0.065,
        :county_taxable_amount => 15,
        :county_tax_rate => 0.01,
        :city_taxable_amount => 0,
        :city_tax_rate => 0,
        :special_district_taxable_amount => 15,
        :special_tax_rate => 0.015
      }>
    ]
  }>
}>

#<Taxjar::Tax:0x00000a @attrs={
  :order_total_amount => 27.12,
  :shipping => 1.5,
  :taxable_amount => 27.12,
  :amount_to_collect => 5.42,
  :rate => 0.2,
  :has_nexus => true,
  :freight_taxable => true,
  :tax_source => 'origin'
}>

List order transactions

Definition

client.list_orders

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.list_orders({:from_transaction_date => '2014/01/01',
                    :to_transaction_date => '2015/05/30'})

Example Response

['20', '21', '22']

Show order transaction

Definition

client.show_order

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.show_order('123')

Example Response

#<Taxjar::Order:0x00000a @attrs={
  :transaction_id => '123',
  :user_id => 11836,
  :transaction_date => '2015-05-14T00:00:00Z',
  :transaction_reference_id => nil,
  :from_country => 'US',
  :from_zip => 93107,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1281 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-0',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Create order transaction

Definition

client.create_order

Example Request

require 'taxjar'
client = Taxjar::Client.new

order = client.create_order({
    :transaction_id => '123',
    :transaction_date => '2015/05/14',
    :from_state => 'CA',
    :from_city => 'Santa Barbara',
    :from_street => '1218 State St',
    :from_country => 'US',
    :from_zip => '93101',
    :to_country => 'US',
    :to_state => 'CA',
    :to_city => 'Los Angeles',
    :to_street => '123 Palm Grove Ln',
    :to_zip => '90002',
    :amount => 16.5,
    :shipping => 1.5,
    :sales_tax => 0.95,
    :line_items => [{:quantity => 1,
                     :product_identifier => '12-34243-9',
                     :description => 'Fuzzy Widget',
                     :unit_price => 15,
                     :sales_tax => 0.95}]
})

Example Response

#<Taxjar::Order:0x00000a @attrs={
  :transaction_id => '20',
  :user_id => 11836,
  :transaction_date => '2015-05-14T00:00:00Z',
  :transaction_reference_id => nil,
  :from_country => 'US',
  :from_zip => 93101,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 16.5,
  :shipping => 1.5,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-9',
      :product_tax_code => nil,
      :description => 'Fuzzy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Update order transaction

Definition

client.update_order

Example Request

require 'taxjar'
client = Taxjar::Client.new

order = client.update_order({
    :transaction_id => '123',
    :amount => 17,
    :shipping => 2,
    :line_items => [{:quantity => 1,
                     :product_identifier => '12-34243-0',
                     :description => 'Heavy Widget',
                     :unit_price => 15,
                     :discount => 0,
                     :sales_tax => 0.95}]
})

Example Response

#<Taxjar::Order:0x00000a @attrs={
  :transaction_id => '123',
  :user_id => 11836,
  :transaction_date => '2015-05-14T00:00:00Z',
  :transaction_reference_id => nil,
  :from_country => 'US',
  :from_zip => 93101,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-0',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Delete order transaction

Definition

client.delete_order

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.delete_order('123')

Example Response

#<Taxjar::Order:0x00000a @attrs={
  :transaction_id => '123',
  :user_id => 11836,
  :transaction_date => '2015-05-14T00:00:00Z',
  :transaction_reference_id => nil,
  :from_country => 'US',
  :from_zip => 93101,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-0',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Listing refund transactions

Definition

client.list_refunds

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.list_refunds({:from_transaction_date => '2014/01/01',
                     :to_transaction_date => '2015/05/30'})

Example Response

['203', '204', '205']

Show refund transaction

Definition

client.show_refund

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.show_refund('321')

Example Response

#<Taxjar::Refund:0x00000a @attrs={
  :transaction_id => '321',
  :user_id => 11836,
  :transaction_date => '2015-06-14T00:00:00Z',
  :transaction_reference_id => 123,
  :from_country => 'US',
  :from_zip => 93107,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-0',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Create refund transaction

Definition

client.create_refund

Example Request

require 'taxjar'
client = Taxjar::Client.new

refund = client.create_refund({
    :transaction_id => '321',
    :transaction_date => '2015/05/14',
    :transaction_reference_id => '123',
    :from_country => 'US',
    :from_zip => '93107',
    :from_state => 'CA',
    :from_city => 'Santa Barbara',
    :from_street => '1218 State St',
    :to_country => 'US',
    :to_zip => '90002',
    :to_state => 'CA',
    :to_city => 'Los Angeles',
    :to_street => '123 Palm Grove Ln',
    :amount => 16.5,
    :shipping => 1.5,
    :sales_tax => 0.95,
    :line_items => [{:quantity => 1,
                     :product_identifier => '12-34243-9',
                     :description => 'Fuzzy Widget',
                     :unit_price => 15,
                     :sales_tax => 0.95}]
})

Example Response

#<Taxjar::Refund:0x00000a @attrs={
  :transaction_id => '321',
  :user_id => 11836,
  :transaction_date => '2015-06-14T00:00:00Z',
  :transaction_reference_id => '123',
  :from_country => 'US',
  :from_zip => 93107,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 16.5,
  :shipping => 1.5,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-0',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Update refund transaction

Definition

client.update_refund

Example Request

require 'taxjar'
client = Taxjar::Client.new

refund = client.update_refund({
    :transaction_id => '321',
    :amount => 17,
    :shipping => 2,
    :sales_tax => 0.95,
    :line_items => [{:quantity => 1,
                     :product_identifier => '12-34243-9',
                     :description => 'Heavy Widget',
                     :unit_price => 15,
                     :sales_tax => 0.95}]
})

Example Response

#<Taxjar::Refund:0x00000a @attrs={
  :transaction_id => '321',
  :user_id => 11836,
  :transaction_date => '2015-06-14T00:00:00Z',
  :transaction_reference_id => '123',
  :from_country => 'US',
  :from_zip => 93107,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17.95,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-9',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

Delete refund transaction

Definition

client.delete_refund

Example Request

require 'taxjar'
client = Taxjar::Client.new

client.delete_refund('321')

Example Response

#<Taxjar::Refund:0x00000a @attrs={
  :transaction_id => '321',
  :user_id => 11836,
  :transaction_date => '2015-06-14T00:00:00Z',
  :transaction_reference_id => '123',
  :from_country => 'US',
  :from_zip => 93107,
  :from_state => 'CA',
  :from_city => 'SANTA BARBARA',
  :from_street => '1218 State St',
  :to_country => 'US',
  :to_zip => 90002,
  :to_state => 'CA',
  :to_city => 'LOS ANGELES',
  :to_street => '123 Palm Grove Ln',
  :amount => 17.95,
  :shipping => 2,
  :sales_tax => 0.95,
  :line_items => [
    {
      :id => '1',
      :quantity => 1,
      :product_identifier => '12-34243-9',
      :product_tax_code => nil,
      :description => 'Heavy Widget',
      :unit_price => 15,
      :discount => 0,
      :sales_tax => 0.95
    }
  ]
}>

List nexus regions

Definition

client.nexus_regions

Example Request

require 'taxjar'
client = Taxjar::Client.new

nexus_regions = client.nexus_regions

Example Response

[
  #<Taxjar::NexusRegion:0x00000a @attrs={
    :country_code => 'US',
    :country => 'United States',
    :region_code => 'CA',
    :region => 'California'
  }>,
  #<Taxjar::NexusRegion:0x00000a @attrs={
    :country_code => 'US',
    :country => 'United States',
    :region_code => 'NY',
    :region => 'New York'
  }>,
  #<Taxjar::NexusRegion:0x00000a @attrs={
    :country_code => 'US',
    :country => 'United States',
    :region_code => 'WA',
    :region => 'Washington'
  }>
]

Validate a VAT number

Definition

client.validate

Example Request

require 'taxjar'
client = Taxjar::Client.new

validation = client.validate({
  :vat => 'FR40303265045'
})

Example Response

#<Taxjar::Validation:0x00000a @attrs={
  :valid => true,
  :exists => true,
  :vies_available => true,
  :vies_response => {
    :country_code => 'FR',
    :vat_number => '40303265045',
    :request_date => '2016-02-10',
    :valid => true,
    :name => 'SA SODIMAS',
    :address => "11 RUE AMPERE\n26600 PONT DE L ISERE"
  }
}>

Summarize tax rates for all regions

Definition

client.summary_rates

Example Request

require 'taxjar'
client = Taxjar::Client.new

summarized_rates = client.summary_rates

Example Response

[
  #<Taxjar::SummaryRate:0x00000a @attrs={
    :country_code => 'US',
    :country => 'United States',
    :region_code => 'CA',
    :region => 'California',
    :minimum_rate => {
      :label => 'State Tax',
      :rate => 0.065
    },
    :average_rate => {
      :label => 'Tax',
      :rate => 0.0827
    }
  }>,
  #<Taxjar::SummaryRate:0x00000a @attrs={
    :country_code => 'CA',
    :country => 'Canada',
    :region_code => 'BC',
    :region => 'British Columbia',
    :minimum_rate => {
      :label => 'GST',
      :rate => 0.05
    },
    :average_rate => {
      :label => 'PST',
      :rate => 0.12
    }
  }>,
  #<Taxjar::SummaryRate:0x00000a @attrs={
    :country_code => 'UK',
    :country => 'United Kingdom',
    :region_code => nil,
    :region => nil,
    :minimum_rate => {
      :label => 'VAT',
      :rate => 0.2
    },
    :average_rate => {
      :label => 'VAT',
      :rate => 0.2
    }
  }>
]

Custom Options

Pass a hash to any API method above for the following options:

Timeouts

Set request timeout in seconds:

client.tax_for_order({ timeout: 30 })

Error Handling

When invalid data is sent to TaxJar or we encounter an error, we’ll throw a Taxjar::Error with the HTTP status code and error message. To catch these exceptions, refer to the example below. Click here for a list of common error response classes.

require 'taxjar'
client = Taxjar::Client.new

begin
  order = client.create_order({
    :transaction_date => '2015/05/14',
    :to_country => 'US',
    :to_state => 'CA',
    :to_zip => '90002',
    :amount => 17.45,
    :shipping => 1.5,
    :sales_tax => 0.95
  })
rescue Taxjar::Error => e
  # <Taxjar::Error::NotAcceptable: transaction_id is missing>
  puts e.class.name
  puts e.message
end

Tests

An RSpec test suite is available to ensure API functionality:

$ git clone git://github.com/taxjar/taxjar-ruby.git
$ bundle install
$ rspec

More Information

More information can be found on TaxJar Developers.

License

TaxJar is released under the MIT License.

Support

Bug reports and feature requests should be filed on the GitHub issue tracking page.

Contributing

1. Fork it
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Add some feature')
4. Push to the branch (git push origin my-new-feature)
5. Create new pull request